+25.4%
AAPL vs PSLV
-28.4%
+53.8%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -5.3% | +8.9% | +4.2% |
| 7D | -0.5% | -4.9% | +4.4% | 0.0% |
| 30D | +7.1% | -1.9% | +9.0% | +7.0% |
| 3M | +12.1% | +4.2% | +7.9% | +10.7% |
| 6M | +25.4% | -27.6% | +53.0% | +30.3% |
| All | +25.4% | -28.4% | +53.8% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 6mo: compounded portfolio wealth divided by compounded PSLV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
6mo analysis · Full analysis span regression · 6 months rolling